Retirement and Well-Being

Read the latest from Barron's on how to live well and retire confidently.


Teachers Are Learning a Hard Lesson. Their Retirement Plans Cost a Fortune.

Inflation Is Picking Up. Here’s What It Means for Retirees.

Inflation Is Picking Up. Here’s What It Means for Retirees.

Social Security recipients will get a raise, but a big increase in premiums for Medicare Part B may erode that boost for many people.

2 minute read

Ukraine, China, Iran. Gen Zers, Invest for Tomorrow—Not for Today.

Ukraine, China, Iran. Gen Zers, Invest for Tomorrow—Not for Today.

The market tends to shrug off even the most worrisome geopolitical events, just as it did with the U.S. airstrikes on Iran . 

Long Read

Big California Pension Fund Returns 11.6% in Year. But It Lags Behind the S&P 500, Stock/Bond Mix.

Big California Pension Fund Returns 11.6% in Year. But It Lags Behind the S&P 500, Stock/Bond Mix.

Calpers beat its assumed rate of return during the June year. But the pension fund was still outperformed by major indexes.

2 minute read

Social Security Needs Fixing. What Washington Can Learn From 1983.

Social Security Needs Fixing. What Washington Can Learn From 1983.

Congress ended up raising the retirement age and payroll taxes to make the program solvent.

Long Read

Heart Disease Is the Deadliest Disease in the U.S. It’s Also Preventable.

Heart Disease Is the Deadliest Disease in the U.S. It’s Also Preventable.

New medicine has slashed deaths. And lifestyle changes can keep reducing mortality rates.

Long Read

Don’t Itemize? Doesn’t Matter. You’re Getting a New Tax Break.

Don’t Itemize? Doesn’t Matter. You’re Getting a New Tax Break.

The megabill that President Donald Trump just signed is a mixed bag for charitable giviers. Four big changes that are coming.

4 minute read

Retirees, Here’s How to Take Advantage of New Tax Breaks

Retirees, Here’s How to Take Advantage of New Tax Breaks

The “Big Beautiful” law offers a new deduction up to $6,000 for seniors. Getting it may not be so simple.

4 minute read

Navy Pilot Launches Planning Firm to Help Former Service Members Get Finances in Shape

Navy Pilot Launches Planning Firm to Help Former Service Members Get Finances in Shape

Zach Rodriguez sets his sights on former service members, who face unique challenges in managing money, investing, and retirement planning.

Long Read

The Dreaded AMT Will Hit More Taxpayers Under the New Tax Law

The Dreaded AMT Will Hit More Taxpayers Under the New Tax Law

The new tax law keeps exemptions for the alternative minimum tax, but the increase in deductions for state and local taxes could result in more taxpayers getting hit with the AMT.

Long Read

Hair Loss Isn’t Just a Man’s Problem. 4 Ways to Treat Female Baldness.

Hair Loss Isn’t Just a Man’s Problem. 4 Ways to Treat Female Baldness.

An estimated 30 million women in the U.S. are losing their hair. A top dermatologist explains the condition and lays out treatment options.

4 minute read

How the Right Target-Date Fund Could Make You $400,000 Richer

How the Right Target-Date Fund Could Make You $400,000 Richer

Target-date funds are the backbone of millions of Americans’ 401(k)s. Some have performed a lot better than others.

3 minute read

Gen Zers Need Stocks to Get Rich. 6 Low-Cost Funds to Do Just That.

Gen Zers Need Stocks to Get Rich. 6 Low-Cost Funds to Do Just That.

Ignore the headlines. Here are low-cost funds you can invest in for the long term.

Long Read

My Doctor Told Me to Take My Blood Pressure at Home. She Didn’t Tell Me How Hard It Is.

My Doctor Told Me to Take My Blood Pressure at Home. She Didn’t Tell Me How Hard It Is.

There are a lot of factors that can distort blood pressure measurements that you take at home.

Long Read

SALT, the Estate Tax, and More: How the Megabill Could Affect You

SALT, the Estate Tax, and More: How the Megabill Could Affect You

The bill aims to extend the income-tax cuts from the 2017 tax law while widening the state and local tax deduction.

3 minute read

Bonds Have Underperformed. Why You Should Own Them Now.

Bonds Have Underperformed. Why You Should Own Them Now.

Barron’s has long favored dividend-paying stocks for those seeking income. But bonds now deserve a hard look because they are so attractively priced.

Long Read

Private Investments in Retirement Accounts to be Studied by SEC Office for Next 12 Months

Private Investments in Retirement Accounts to be Studied by SEC Office for Next 12 Months

The move could signal coming changes in SEC regulation regarding private markets.

3 minute read

What Republicans’ Medicaid Cuts Would Mean for Retirees

What Republicans’ Medicaid Cuts Would Mean for Retirees

The Senate may be close to passing Trump’s big tax bill. Its Medicaid cuts would have a long-term effect on millions of retirees.

3 minute read

More Americans Tap 401(k)s for Emergencies: Vanguard

More Americans Tap 401(k)s for Emergencies: Vanguard

Vanguard’s report shows 4.8% of workers took hardship withdrawals from 401(k)s in 2024, up from 3.6% in 2023.

3 minute read

401(k)s Weren’t Built for the Gen Z Economy

401(k)s Weren’t Built for the Gen Z Economy

A generation that changes jobs early and often needs a better retirement solution, Zach Buchwald writes in a guest commentary.

4 minute read